BTW
SJI

Boston Trust Walden’s South Jersey Industries, Inc. SJI Stock Holding History

Boston Trust Walden’s Portfolio SJI Stock Details SJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-778,692
Closed -$23.5M – 344
2014
Q2 		$23.5M Sell
778,692
-9,906
-1% -$282K 0.34% 134
2014
Q1 		$22.1M Sell
788,598
-16,622
-2% -$456K 0.33% 132
2013
Q4 		$22.5M Sell
805,220
-52,680
-6% -$1.51M 0.33% 128
2013
Q3 		$25.1M Sell
857,900
-15,360
-2% -$453K 0.38% 125
2013
Q2 		$25.1M Buy
+873,260
New +$25.5M 0.4% 120

Other funds holding SJI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SIM
Stelliam Investment Management New York $404M AUM 5.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Boston Trust Walden's SJI Position: Q3 2014 in Review

Boston Trust Walden sold out of South Jersey Industries, Inc. (SJI) in Q3 2014, closing a stake of 778,692 shares — an estimated $23.5M sold.

Boston Trust Walden first reported a position in SJI in Q2 2013 and held it in 5 quarters. The position peaked at $25.1M in Q3 2013. 171 funds tracked by Wall St. Rank hold SJI as of Q3 2014.

  • Boston Trust Walden reported no remaining South Jersey Industries, Inc. position as of Q3 2014 after selling out during the quarter.
  • Boston Trust Walden sold 778,692 South Jersey Industries, Inc. shares in Q3 2014, an estimated $23.5M.
  • Boston Trust Walden first reported a position in South Jersey Industries, Inc. in Q2 2013 and held it in 5 quarters.
  • Boston Trust Walden's South Jersey Industries, Inc. position peaked at $25.1M in Q3 2013.
  • 171 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2014.

Based on Boston Trust Walden's 13F filing for Q3 2014, filed 23 Oct 2014.